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Added 9 mins ago
CG
Graphic Designer
Canaccord Genuity Group Inc.
Toronto, ON
- Full-time
…established brand systems. A significant focus will be supporting Advisor Marketing, partnering with Advisor Marketing Managers to create polished advisor and client-facing materials across…
Added 9 mins ago
B
Information Security Advisor
BMO
Toronto, ON · FCP
- Full-time
Acts as a trusted advisor to assigned business/group.
Added 9 mins ago
PF
Professional Services Consultant
PureFacts Financial Solutions
Toronto, ON
- $80,000 to $100,000 CAD / year
You'll work closely with client stakeholders, including Compensation, Finance, Operations, and Technology teams, while partnering internally with Product, Engineering, Project Management,…
Added 9 mins ago
Financial Advisor (Sardis Branch)
First West
Chilliwack, BC
We are currently seeking a Financial Advisor to join our team.
Added 23 mins ago
D
Product Owner, Product Management
Desjardins
Montréal-Ouest, QC
- Full-time
…experts in a variety of fields. You will serve as a specialized advisor and subject matter expert in your field, and act as a contact and coach for decision makers. More specifically, you…
Added 23 mins ago
P
Senior Talent Partner
Plooto
Canada
- Full-time
…searches from intake through offer acceptance, be a trusted hiring advisor to our executives and leaders, and give the business clear visibility into progress, risks, and decisions needed.…
Added 23 mins ago
BI
Senior Pega Lead / Lead Enterprise Business Architect
BURGEON IT SERVICES
Toronto, ON
- Contract
…and be able to translate business requirements across client, advisor, operational, and technology teams into robust Pega-based…
Added 23 mins ago
D
Product Owner, Product Management
Desjardins
Levis, QC
- Full-time
…experts in a variety of fields. You will serve as a specialized advisor and subject matter expert in your field, and act as a contact and coach for decision makers. More specifically, you…
Added 23 mins ago
DF
Wealth Advisor - Orangeville/Newmarket
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
DUCA is looking for a Wealth Advisor to join our growing team!
Added 23 mins ago
Regional Quality Manager
GHD Group Pty Ltd
Toronto, ON
- Acting as a trusted advisor, fostering a culture of quality and continuous improvement throughout the organization. Seeking opportunities to influence discipline and operational leaders,…
Added 38 mins ago
RB
Client Advisor Intern
Royal Bank of Canada
Woodstock, ON
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 38 mins ago
Claims Advisor Property
Gore Mutual Insurance
Vancouver, BC
Join our Claims team as a Property Claims Advisor, where you’ll play an important role in supporting customers when they need us most. You’ll independently manage a portfolio of primarily…
Added 53 mins ago
D
Security advisor
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a security advisor, you help develop and optimize security measures to align with corporate objectives by planning, implementing and overseeing best practices to strengthen Desjardins's…
Added 53 mins ago
R
Client Advisor - Casual
RBC
London, ON
- Part-time
Added 1 hour ago
D
Senior IT Risk Advisor
Desjardins
Levis, QC · Montreal, QC
- Full-time
…and coordinating risk management issues. As a Senior IT Risk Advisor, you’ll mainly work on managing and remediating risks within the division. You play a key role in analyzing, overseeing,…
Added 1 hour ago
Intermediate Accident Benefits Advisor
Aviva
London, ON · Markham, ON · Oakville, ON · Toronto, ON
Added 1 hour ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Modernizing the global finance operating model through standardization, simplification, automation, and continuous improvement.
Added 1 hour ago
IS
Business Banking Advisor (Mill Bay Branch)
Island Savings
Mill Bay, BC
- $64,400 to $82,500 USD / year
- Full-time
We are currently seeking a Business Banking Advisor to join our team.
Added 1 hour ago
RM
Inside Sales Representative
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Ajax, ON
- Full-time
Act as a trusted advisor, providing insights into the value and benefits of continued service contracts.
Added 1 hour ago
AC
Regional Service Agent
Allstate Canada
AB · Edmonton, AB
- Full-time
Provide personalized service while being a Trusted Advisor with respect to insurance.
Added 1 hour ago
Business Banking Advisor (Mill Bay Branch)
First West
BC · Mill Bay, BC
We are currently seeking a Business Banking Advisor to join our team.
Added 1 hour ago
Lead, SAP Functional Solutions (Utility Metering & Customer Technology)
Liberty Utilities
Oakville, ON
The SAP Functional Lead serves as Liberty's SAP business process expert and trusted advisor, providing functional expertise and operational support across SAP-enabled business processes.…
Added 1 hour ago
SO
SCM Operations Category Management Advisor
Spirit Omega Inc.
Calgary, AB
- Contract
Added 1 hour ago
AG
Manager, FP&A
Adelphi Group
Toronto, ON
- Full-time
We are seeking an experienced, client-focused FP&A Manager to serve as the go-to finance lead for our Commerce leadership team. Partnering across a number of client pods, you will own…
Added 1 hour ago
W
Business Administration Support
Wellington-Altus
Burlington, ON
- Full-time
A diploma in business administration, accounting, finance, or similar field of study is an asset

BMO

Portfolio Manager

Waterloo, ON, Canada
MARS, Canada

$50,000.00 - $100,000.00 · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $50,000.00 - $100,000.00
Job type: Full-time
Apply by: Nov 29, 2026
Experience: 4-6 years of experience in treasury management, cash management, commercial banking, financial services, or a related area.
Posting language: English
Posted: Oct 28, 2026

Original job description

Application Deadline:

11/28/2026

Address:

20 Erb Street West

Job Family Group:

Commercial Sales & Service

Portfolio Manager
Drive client success through innovative treasury and payment solutions.

Are you passionate about building strong client relationships, delivering strategic financial solutions, and driving business growth? Join our team as a Portfolio Manager, Treasury & Payment Solutions, where you’ll partner with commercial clients to optimize cash flow, enhance liquidity, and streamline payment operations through industry-leading treasury management solutions.

In this client-focused role, you will act as a trusted advisor, managing a portfolio of business clients while identifying opportunities to deepen relationships and deliver tailored treasury and payment solutions that support their growth and operational efficiency.

What You'll Do

Manage and Grow a Client Portfolio

Serve as the primary relationship manager for a portfolio of commercial clients, developing deep knowledge of their business objectives and financial needs.
Build and maintain trusted, long-term relationships with key decision-makers and stakeholders.
Identify opportunities to expand client relationships through treasury management, cash management, and payment solutions.

Deliver Strategic Treasury Solutions

Provide consultative advice on treasury and cash management strategies that help clients improve working capital, liquidity, and operational efficiency.
Analyze client financial and industry data to develop customized recommendations and solution strategies.
Introduce innovative products, services, and digital capabilities aligned to client needs and market trends.

Drive Business Development

Proactively identify, develop, and close new business opportunities within the portfolio.
Lead client discussions regarding product offerings, pricing, and implementation strategies.
Promote adoption of industry-leading treasury and payment solutions, creating value for clients and the bank.

Ensure an Exceptional Client Experience

Coordinate implementation activities and partner with internal teams to ensure successful onboarding and timely delivery of solutions.
Manage documentation, pricing, and project milestones throughout the implementation process.
Continuously identify opportunities to improve processes and elevate the client experience.

Manage Risk and Compliance

Ensure adherence to all regulatory requirements, operational controls, and risk management standards.
Monitor account activity and operational processes to identify potential risks and implement appropriate escalation procedures.
Exercise sound judgment and risk-informed decision-making to protect clients and the bank.

What You'll Bring

Qualifications

Bachelor's degree in Business Administration, Finance, Accounting, or a related field, or an equivalent combination of education and experience.
4-6 years of experience in treasury management, cash management, commercial banking, financial services, or a related area.
Demonstrated success in portfolio management, relationship management, or business development.
Strong communication, negotiation, analytical, and problem-solving skills.
Ability to manage multiple priorities in a fast-paced environment.

Preferred Experience & Skills

Treasury Management
Cash Management & Liquidity Solutions
Payments & Digital Banking Technologies
Commercial Client Relationship Management
Financial Analysis
Risk Assessment & Mitigation
Regulatory Compliance
Data Analysis & Reporting
Project Coordination
Process Improvement

Why Join Us?

Manage a portfolio of sophisticated commercial clients and become a trusted financial advisor.
Work alongside experienced banking and treasury professionals in a collaborative environment.
Help businesses achieve stronger financial performance through innovative treasury and payment solutions.
Access ongoing career development and advancement opportunities.
Make a meaningful impact on both client success and business growth.

If you are a relationship-focused professional who enjoys combining strategic advisory, portfolio management, and treasury expertise to deliver outstanding client outcomes, we encourage you to apply.

Salary:

$50,000.00 - $100,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Apply About employer

More about this job

Responsibilities

The Portfolio Manager will manage and grow a portfolio of commercial clients by providing strategic treasury and payment solutions to optimize cash flow and liquidity. They are responsible for identifying new business opportunities, maintaining long-term client relationships, and ensuring operational excellence through effective risk management.

Requirements

Candidates must hold a bachelor's degree in Business, Finance, Accounting, or a related field. A minimum of 4-6 years of experience in treasury management, commercial banking, or financial services is required.

Skills

Treasury management
Cash management
Liquidity solutions
Commercial banking
Relationship management
Business development
Financial analysis
Risk assessment
Regulatory compliance
Data analysis
Project coordination
Process improvement
Strategic advisory
Payment solutions
Digital banking

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Treasury Management
Cash Management
Liquidity Solutions
Commercial Banking
Relationship Management
Business Development
Financial Analysis
Risk Assessment
Regulatory Compliance
Data Analysis
Project Coordination
Process Improvement
Digital Banking
Working Capital
Strategic Advisory
Portfolio Management
BMO Financial Group
Payment Operations
Client Onboarding
Operational Efficiency

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